Lynch & Associates

Lynch & Associates (CRD# 108326) is a financial advisory firm headquartered in Newburgh, IN. They manage $355,968,881 in 1,362 accounts and serve the financial needs of clients across 9 states (or territories).

By the Numbers
  • Total Assets Under Management
    356
    MILLION
  • Total Number of Accounts
    1,362
    ACCOUNTS
  • Average Account Value
    $261,357
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses (other than small businesses) or institutional clients
  • Pension consulting services
Types of Clients
Registered States
Advisors affiliated with a RIA are permitted to work with up to five clients in nearly-all states* without explicit registration. The map below shows states where this firm has explicit registration only.

CA, FL, IL, IN, KY, LA, MN, NE, TX

Financial Advisors at Lynch & Associates
Showing 1 - 7 of 7 top financial advisors.
1
Ryan T. Lynch
CRD#: 2259937
10644 Newburgh Road, Newburgh, IN 47630
96
Wealthminder
score

Ryan Lynch (CRD# 2259937) is an Investment Advisor Representative working at Lynch & Associates in Newburgh, IN and has over 20 years of experience in the finance industry. Ryan Lynch has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.

2
Jennifer L. Farless
CRD#: 4180033
10644 Newburgh Rd, Sr 662, Newburgh, IN 47630
93
Wealthminder
score

Jennifer Farless (CRD# 4180033) is an Investment Advisor Representative working at Lynch & Associates in Newburgh, IN and has over 15 years of experience in the finance industry.

3
Jeffrey W. Foye
CRD#: 4358636
10644 Newburgh Road, Newburgh, IN 47630
93
Wealthminder
score

Jeffrey Foye (CRD# 4358636) is an Investment Advisor Representative working at Lynch & Associates in Newburgh, IN and has over 16 years of experience in the finance industry.

4
Thomas P. Lynch
CRD#: 865691
10644 Newburgh Road, Newburgh, IN 47630
93
Wealthminder
score

Thomas Lynch (CRD# 865691) is an Investment Advisor Representative working at Lynch & Associates in Newburgh, IN and has over 32 years of experience in the finance industry.

5
Kenneth Parker
CRD#: 2898826
10644 Newburgh Road, Newburgh, IN 47630
93
Wealthminder
score

Kenneth Parker (CRD# 2898826) is an Investment Advisor Representative working at Lynch & Associates in Newburgh, IN and has over 19 years of experience in the finance industry.

6
Wayne C. Ramsey
CRD#: 1169972
10644 Newburgh Road, Newburgh, IN 47630
93
Wealthminder
score

Wayne Ramsey (CRD# 1169972) is an Investment Advisor Representative working at Lynch & Associates in Newburgh, IN and has over 33 years of experience in the finance industry.

7
Timothy W. Roe
CRD#: 2257829
10644 Newburgh Road, Newburgh, IN 47630
93
Wealthminder
score

Timothy Roe (CRD# 2257829) is an Investment Advisor Representative working at Lynch & Associates in Newburgh, IN and has over 23 years of experience in the finance industry.

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